BFG
HPE icon

Berger Financial Group’s Hewlett Packard HPE Stock Holding History

Berger Financial Group’s Portfolio HPE Stock Details HPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11,192
Closed -$239K – 425
2024
Q4 		$239K Buy
11,192
+11
+0.1% +$232 0.02% 365
2024
Q3 		$229K Sell
11,181
-141
-1% -$2.69K 0.02% 356
2024
Q2 		$240K Sell
11,322
-391
-3% -$7.21K 0.02% 328
2024
Q1 		$208K Sell
11,713
-273,226
-96% -$4.44M 0.02% 351
2023
Q4 		$4.84M Sell
284,939
-3,358
-1% -$54.7K 0.5% 60
2023
Q3 		$5.01M Buy
288,297
+3,477
+1% +$59.8K 0.58% 45
2023
Q2 		$4.78M Sell
284,820
-6,892
-2% -$105K 0.54% 47
2023
Q1 		$4.65M Sell
291,712
-13,481
-4% -$212K 0.56% 54
2022
Q4 		$4.87M Buy
305,193
+10,545
+4% +$155K 0.64% 48
2022
Q3 		$3.53M Buy
+294,648
New +$4M 0.52% 59

Other funds holding HPE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Berger Financial Group's HPE Position: Q1 2025 in Review

Berger Financial Group sold out of Hewlett Packard (HPE) in Q1 2025, closing a stake of 11,192 shares — an estimated $239K sold.

Berger Financial Group first reported a position in HPE in Q3 2022 and held it in 10 quarters. The position peaked at $5.01M in Q3 2023. 1,030 funds tracked by Wall St. Rank hold HPE as of Q1 2025.

  • Berger Financial Group reported no remaining Hewlett Packard position as of Q1 2025 after selling out during the quarter.
  • Berger Financial Group sold 11,192 Hewlett Packard shares in Q1 2025, an estimated $239K.
  • Berger Financial Group first reported a position in Hewlett Packard in Q3 2022 and held it in 10 quarters.
  • Berger Financial Group's Hewlett Packard position peaked at $5.01M in Q3 2023.
  • 1,030 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2025.

Based on Berger Financial Group's 13F filing for Q1 2025, filed 12 May 2025.